---
title: "How to Start a Workflow"
description: "Learn how to start a workflow with step-by-step instructions for effective project management. (Gitana 4.0)"
product: "Gitana"
version: "4.0"
url: "/documentation/gitana/4.0/ui/workflow/start-wf"
---

# How to Start a Workflow

A Workflow model is defined at Platform level and is available within all projects

## Example

Start a workflow from a ‘document’ - There are a number ways to start a workflow. Here is just one: - open a document - Click 'Workflows' and then ‘+Start Workflow’

![wf7.png](/documentation/gitana/4.0/ui/workflow/start-wf/wf7.png)

- This will bring up the Start Workflow Form. Complete the fields in the form.

![wf8.png](/documentation/gitana/4.0/ui/workflow/start-wf/wf8.png)

Notes:

- In our example, the Adhoc Workflow, you will need another person/member in the project to select as the Approver
- If the email server is configured in the tenant setup an email will be sent to the Approver user when the task needs approving
- The Approver user will also see the task in their task dashboard at Platform and Project level